Bio
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Topline AI
Charles Stratman is a seasoned financial expert with a proven track record of delivering exceptional results in portfolio management, risk management, and financial services. As a former financial advisor at Thrivent Financial, where he spent 16 years honing his craft, Charles has developed a deep understanding of the industry and a passion for helping clients achieve their financial goals.
Throughout his career, Charles has demonstrated a unique ability to balance technical expertise with exceptional interpersonal skills, earning him a reputation as a trusted advisor and voice in the financial services community. His experience as an insurance advisor at Pietsch Wealth Management and as a program/news director at KRJH/KYOC radio has further refined his skills in financial analysis, portfolio management, and risk management.
A graduate of Texas Lutheran University with a Bachelor's degree in Business/History, Charles brings a strong educational foundation to his work. With expertise in financial analysis, portfolio management, and financial services, Charles is well-equipped to provide expert guidance to individuals and organizations seeking to navigate the complexities of the financial landscape.
Experience
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Voice Actor
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Voice Actor
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Jan 2019 - Present
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Pietsch Wealth Management
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Shiner, Texas
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Insurance Advisor
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Jul 2014 - Jan 2019
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Shiner, Texas
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Financial Advisor
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Jul 1998 - Jul 2014
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Program/News Director
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Jan 1980 - Sep 1995
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Education
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1971 - 1975Texas Lutheran University
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1967 - 1971Shiner High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services.”
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